Consider Donor-Advised Funds on World Kindness Day
November 13, 2020
Donor-advised funds are a great way to spread kindness on World Kindness Day and beyond.
Consolidating Your Investments Makes Good Sense
November 12, 2020
Improve investment decisions and ease administration by consolidating your investments.
An Inside Look at a Trustee’s Key Responsibilities
July 15, 2020
One of the most important facets in creating a trust is choosing a trustee. Understand the role, responsibilities, and pitfalls before deciding.
Simplifying Philanthropy for Wealth Management Clients
June 2, 2020
For 25 years, the AMG Charitable Gift Foundation has helped wealth management clients simplify and integrate their philanthropy.
Elder Trusts Can Give You & Your Heirs Peace of Mind
August 29, 2019
QUESTION: I’m getting up there in years, and I’m worried that I might make a bad financial decision in the future and squander my children’s
Pick a Trustee You Can Trust
August 22, 2019
QUESTION: I want to set up an irrevocable trust to take care of my needs as I age, and I need to pick a trustee.
Supreme Count Ruling Positive for Trust Beneficiaries in NC
July 10, 2019
The taxpayers won this one—at least in North Carolina. That was the result of a rare unanimous U.S. Supreme Court decision on June 21, 2019,